Markets with Megan: A Two-Minute Financial Markets Update
Megan Horneman
273 episodes
15 hours ago
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
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Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
Is the Jobs Market Back In Balance? | S2 E084 | 09-30-25
Markets with Megan: A Two-Minute Financial Markets Update
3 minutes
1 month ago
Is the Jobs Market Back In Balance? | S2 E084 | 09-30-25
We just got a first look at the August JOLTS Jobs Report and it’s telling us a lot about where the U.S. labor market stands. Megan Horneman, CIO of Verdence Capital Advisors reviews: ✅ Why job postings and unemployment data point to a new labor market equilibrium ✅ How the decline in the quits rate shows we’re back to pre-pandemic averages ✅ What this means for wage pressures and the Federal Reserve’s outlook ✅ Why this Friday’s September jobs report will be so important (shutdown permitting...
Markets with Megan: A Two-Minute Financial Markets Update
Factories are feeling the squeeze, but one surprising shift may be a quiet win for anyone watching inflation. We dig into October’s ISM manufacturing report at a time when the government shutdown has muted official data, and we pull out the signals that matter: a weaker headline driven by softness in production and inventories, a prices paid index that fell to its lowest level of the year, and export orders that show a pulse even as supply frictions re-emerge. We talk through what a drop in ...
